Managing cases, clients, and endless documents can be overwhelming. But what if you had a system that actually works for you—not the other way around
Check out this no-fluff walkthrough to see how Clio makes the real day-to-day work easier for paralegals and case managers.
You’ll learn how to:
- Stay on top of client communications: Track emails, calls, and notes so nothing falls through the cracks.
- Keep cases organized: Assign tasks, set deadlines, and never scramble for a missing doc again.
- Draft, manage, and review documents with ease: Cut down on back-and-forth and speed up document assembly.
- Bill with confidence: Log time seamlessly and send invoices that actually get paid.
Watch the Recording
Speakers
Manmeet Singh
Account Executive, Team Lead
Clio
Manmeet Singh is an Account Executive Team Lead at Clio, where he works closely with law firms across New York and New Jersey to modernize their operations and drive firm-wide growth. With a background in strategic sales and a deep understanding of legal practice management, Manmeet is passionate about helping firms adopt technology that delivers real results. Outside of work, he enjoys playing sports, traveling, and staying active with new challenges.
Andreas Becker, JD
Director of Sales, Clio Draft
Clio
Andreas is one of several JDs on the Clio Draft team. He has spent the last 7 years working closely with thousands of legal professionals across various practice areas and jurisdictions to help streamline their document drafting workflows.
Emma S. Rucker
Paralegal
Colburn Hintze Maletta, PLLC
Emma has worked as a paralegal in family law for five years in mainly solo- and mid-sized firm environments exclusively using Clio. Emma is a staunch proponent of Clio and its slew of features which she believes have revolutionized case management for the modern paralegal. From simple calendaring to matter stage task automation, she has mastered the art of harnessing Clio’s many tools to best support attorneys and clients alike.